Creative Planning
Position in MAA — Mid America Apartment Communities Inc.
CIK 1540235
OVERLAND PARK, KS
Position in MAA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$29,657,020
+$20,075,119 QoQ
Shares Held
213,452
+172.0% QoQ
Ownership
0.183%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#66
of 761 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MAA Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Creative Planning holds $125,958,244 across 15 REIT - Residential names. MAA ranks #1 (23.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAA |
Mid America Apartment Communities Inc.
This page
|
213,452 | $29,657,020 | |
| 2 | AVB |
Avalonbay Communities Inc
|
96,561 | $18,220,094 | |
| 3 | AMH |
American Homes 4 Rent
|
490,138 | $16,429,425 | |
| 4 | VMRK |
Vivmark Residential
|
241,376 | $16,396,671 | |
| 5 | INVH |
Invitation Homes Inc.
|
517,478 | $15,633,009 | |
| 6 | ESS |
Essex Property Trust, Inc.
|
39,173 | $11,422,454 | |
| 7 | ELS |
Equity Lifestyle Properties Inc
|
62,518 | $4,029,284 | |
| 8 | CPT |
Camden Property Trust
|
34,760 | $3,979,671 |
All Filings in MAA
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,657,020 | 213,452 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $9,581,901 | 78,463 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $9,468,939 | 68,166 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,423,523 | 24,501 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,743,512 | 18,536 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $3,114,977 | 18,588 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,959,397 | 19,146 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,822,064 | 17,760 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $2,257,796 | 15,832 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $1,901,198 | 14,449 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,723,507 | 12,818 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,608,896 | 12,506 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $1,835,834 | 12,089 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,795,563 | 11,888 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,774,614 | 11,304 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $434,196 | 2,800 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,576,222 | 9,024 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $307,891 | 1,470 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $297,583 | 1,297 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $219,804 | 1,177 | Shares | Sole | 2021-11-10 | |
| No filing history on record for this holder in this stock. | ||||||